Summary
Overview
Work History
Education
Skills
Notable Career Highlights
References
Timeline
Generic

Joey Blakeney, CPCU

Robertsdale,AL

Summary

Territory Manager with extensive experience at GuideOne Insurance, achieving revenue growth through strategic partnerships and effective stakeholder engagement. Demonstrated expertise in client acquisition and retention, utilizing cross-functional leadership to boost sales performance. Successfully implemented CRM systems and launched new products, resulting in enhanced team development and substantial market impact.

Overview

19
19
years of professional experience

Work History

Territory Manager

GuideOne Insurance/The Mutual Group
Des Moines, Iowa
01.2024 - Current

Cultivated long-term business relationships across AL, AR, AZ, LA, MS, OK, and TX.

Managed an $83M commercial line portfolio with a non-cat loss ratio of 39% and a retention rate of 90%.

Achieved year-to-date new business growth, outperforming all zones.

Employed underwriting and risk mitigation strategies to enhance sales funnel and pipeline development.

Business Development Leader

Nonprofits Insurance Alliance
Santa Cruz, California
10.2022 - 01.2024

Led business development initiatives with independent agencies to address risk management for 501c3 organizations nationwide.

Collaborated with underwriting and claims teams to implement best practices for 501c3 entities.

Facilitated cross-functional partnerships to build consensus and address specialized concerns in insurance and finance.

Contributed to Product Development Committee by monitoring industry standards to align products with 501c3 customer requirements.

Territory Manager

GuideOne Insurance
Des Moines, IA
07.2017 - Current
  • Please Note: i worked here from 7.2017 thru 11.2022 and then again from 1.2024 till present
  • Managed broker partnerships across seven states, generating $75.5M in premium with a 31% loss ratio.
  • Cultivated strategic relationships with retail agencies and national brokers to drive business growth.
  • Targeted agents in Religious Organization and Human Services sectors to expand market reach.
  • Enhanced sales funnel through effective underwriting and risk mitigation strategies.
  • Established strong relationships with local independent agents and wholesalers.
  • Collaborated with large national brokers to strengthen distribution channels.
  • Drove business growth through innovative strategies and market analysis.
  • Fostered partnerships that increased overall competitiveness in key markets.

Territory Manager & National Accounts - LA/MS/SC

Gulf Stream Property & Casualty
Sarasota, FL
01.2013 - 01.2016

Facilitated communication among agencies, customer service, and underwriting teams.

  • Oversaw product design and launch, achieving total net written premium of $21 million.
  • Spearheaded implementation of CRM system to enhance operational efficiency.

Zone Manager, Independent Agency Operations

Zurich/Farmers Insurance
Grand Rapids, MI
01.2007 - 01.2013
  • Led and managed team of seven field sales professionals across eight states to drive NWP growth.
  • Cultivated relationships with stakeholders, including C-Suite executives, agency owners, and account managers.
  • Directed cross-functional teams on key initiatives such as sales incentive plans and CRM software implementation.
  • Executed Salesforce effectiveness training to enhance team productivity and performance.

Supported product design and launch efforts to expand market reach.

Education

CPCU Designation -

The Institutes
Malvern, PA
05.2025

Master of Science - Management

University of Illinois
Urbana-Champaign, IL
08.2022

BBA - Finance & Economics

University of Louisiana
Monroe, LA

Skills

  • Revenue growth and strategy
  • Cross-functional leadership
  • Stakeholder engagement
  • Client acquisition and retention
  • Strategic planning
  • Sales training and development
  • Market research and analysis
  • Pipeline management and negotiation
  • Coastal and wind risk expertise

Notable Career Highlights

  • Expert level knowledge in risk management for nonprofits, human services, religious organizations and k12 private and charter schools.
  • Completed MS-Management, Univ of Illinois, July 2022
  • Lead continual revenue/account growth, claiming increased market share percentages and driving established relationships to expand consumption across product and service categories.
  • Deliver 100-168% to goal each year from 2018-2020 with 100% YTD in 2020 despite a goal increase of 85%.

References

References available upon request.

Timeline

Territory Manager

GuideOne Insurance/The Mutual Group
01.2024 - Current

Business Development Leader

Nonprofits Insurance Alliance
10.2022 - 01.2024

Territory Manager

GuideOne Insurance
07.2017 - Current

Territory Manager & National Accounts - LA/MS/SC

Gulf Stream Property & Casualty
01.2013 - 01.2016

Zone Manager, Independent Agency Operations

Zurich/Farmers Insurance
01.2007 - 01.2013

CPCU Designation -

The Institutes

Master of Science - Management

University of Illinois

BBA - Finance & Economics

University of Louisiana
Joey Blakeney, CPCU